In this video we discuss creating a purchase order and directly ordering with ADC efficiently. We explore reasons for creating purchase orders, starting from the product detail, starting from a blank purchase order, adding items to the purchase order and finalizing the purchase order.
Creating a Purchase Order and Directly Ordering with ADC from RPS
Key Steps
Starting from Product Detail View:
Click on the briefcase icon labeled "add to purchase order."
Select or create a new purchase order.
Choose the vendor (e.g., ADC).
Review and save the purchase order.
Starting from a Blank Purchase Order:
Save any existing work.
Go to the main menu and select the vendor (e.g., ADC) to start a new purchase order.
Fill in order details such as order type, terms, shipping service, customer P.O., remarks, and ship-to location.
Add items to the purchase order throughout the day as needed.
Finalizing the Purchase Order:
Review the purchase order for accuracy.
Press the "order" button to submit the purchase order to ADC for processing.
Cautionary Notes
Ensure all order details are accurate before submitting the purchase order.
Double-check vendor selection and order quantities to avoid errors.
Save progress periodically to prevent data loss.
Tips for Efficiency
Utilize the "add items" feature to search and add products efficiently.
Build up the purchase order throughout the day to streamline the ordering process.
Take advantage of the ability to order multiple items in a single purchase order to save time and effort.
By following these steps, team members can effectively create a purchase order and place direct orders with ADC from RPS, ensuring a smooth and organized ordering process.